Short of NVDA crashing and burning from hr/beancounter retards or the AI bubble bursting, I think it'll be a good 10 year run.
AMD isn't in any place to catch up on ROCm since nobody uses it and it's hard to unseat the incumbent
Intel still can't get head out of ass even with Gelsinger.
Apple can challenge if they want to but CUDA issue again
Huawei is going to be constrained to countries like Russia/China/DPRK/Iran who hate the US and don't trust them. Third world shitholes can't afford/don't have the stability for DC.